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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,991 | $100,811+3.2% | $86,698+19.9% | $134,545-22.7% |
| Participation rate | 84.2% | 79.0%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -16.09% | 29.11%-45.2pp | 35.96%-52.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $3,689 | $3,490+5.7% | $2,837+30.0% | $4,742-22.2% |
| Participant deferral / active EE | $6,405 | $5,339+20.0% | $4,656+37.6% | $6,401+0.1% |
| Admin fee / account holder | $1,838 | $10,926-83.2% | $7,492-75.5% | $11,431-83.9% |